John J. Pankauski, Esq.

John J. Pankauski, Esq.

John J. Pankauski, Esq.


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Estate Planning with high net worth experience in: practice of law, extensive drafting/review of trust and estate planning documents, sophisticated transfer tax (gift, estate, generation-skipping) and Florida intangibles tax planning, state law principles of fiduciary administration, family limited partnerships, trust company/private bank operations (discretionary distributions, appropriate investments, Reg. 9, investment oversight, account maintenance), “in-house counsel”, “sales process”/goals of private bankers. Forensic, financial and trading analysis of equity, debt and derivative instruments, commodities and foreign currencies, in considerations of investment objectives of trusts and estates.